Leesa ValdezCRD Number: 5570145
Current Firm: Valic Financial Advisors, Inc.
Leesa Valdez (CRD# 5570145) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Salt Lake City, UT and has over 9 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Valic Financial Advisors, Inc.||Reno, NV||Nov 2013 - Current||4|
|Wells Fargo Advisors LLC||Farmington, UT||Jan 2011 - Nov 2013||2|
|Wells Fargo Bank, Na||Farmington, UT||Apr 2006 - Nov 2013||7|
|Wells Fargo Investments||Riverdale, UT||Jul 2008 - Jan 2011||2|
|Maw's Fitness Inc.||Ogden, UT||Feb 2002 - Jul 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management24,745MILLIONS
Total Number of Accounts872,893ACCOUNTS
Average Account Value$28,348
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV